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Pfizer
PFE

Overview Fund Activity

2,433 hedge funds and large institutions have $129B invested in Pfizer in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 1,061 increasing their positions, 985 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,433
Holders Change
+4
Holders Change %
+0.16%
% of All Funds
50.01%
Holding in Top 10
89
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-36.43%
% of All Funds
1.83%
New
151
Increased
1,061
Reduced
985
Closed
124
Calls
$895M
Puts
$1.39B
Net Calls
-$494M
Net Calls Change
-$57.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.05B
2
Capital World Investors
Capital World Investors
California
+$642M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$284M
4
Franklin Resources
Franklin Resources
California
+$213M
5
State Street
State Street
Massachusetts
+$205M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$461M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$290M
3
Bank of America
Bank of America
North Carolina
-$270M
4
Citadel Advisors
Citadel Advisors
Florida
-$229M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
2001
Physician Wealth Advisors
Utah
$383K +$1.89K +52 +0.5%
SP
2002
Successful Portfolios
Florida
$382K +$15.7K +506 +4%
ATFA
2003
All Terrain Financial Advisors
Minnesota
$381K -$240K -7,725 -39%
AWM
2004
Absher Wealth Management
North Carolina
$379K -$21.7K -699 -5%
NCM
2005
Northside Capital Management
Oregon
$378K – – –
CMO
2006
Covenant Multifamily Offices
Texas
$377K -$720K -23,237 -66%
EA
2007
Emerald Advisors
Washington
$376K -$10.8K -348 -3%
GIA
2008
Gladstone Institutional Advisory
Florida
$375K -$411K -13,259 -52%
ATWA
2009
Arbor Trust Wealth Advisors
Michigan
$374K -$4.06K -131 -1%
HWM
2010
Howard Wealth Management
Connecticut
$374K +$3.31K +107 +0.9%
CFG
2011
Cooper Financial Group
California
$372K +$85.9K +2,769 +30%
PWAP
2012
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$371K – – –
EC
2013
Estate Counselors
Wisconsin
$371K +$371K +11,984 New
BA
2014
Bristlecone Advisors
Washington
$368K -$54.4K -1,752 -13%
PCM
2015
Pointe Capital Management
Michigan
$368K – – –
DI
2016
DAGCO Inc
Ohio
$367K – – –
MSU
2017
Mizuho Securities USA
New York
$366K -$16.5M -532,073 -98%
WQ
2018
Wealth Quarterback
New Jersey
$365K +$54.9K +1,772 +18%
MFP
2019
Meridian Financial Partners
Virginia
$364K +$364K +10,900 New
PBC
2020
Pavion Blue Capital
California
$363K +$48.1K +1,550 +15%
AIM
2021
Alhambra Investment Management
Florida
$362K -$12.1K -391 -3%
OCM
2022
Orser Capital Management
Texas
$362K +$14.4K +464 +4%
CICI
2023
Capital Investment Counsel Inc
North Carolina
$361K -$517K -16,655 -59%
CHP
2024
Cable Hill Partners
Oregon
$361K +$155 +5 +0%
NWM
2025
Northwest Wealth Management
Iowa
$361K +$18.2K +587 +5%
79 80
81
82 83